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Config
Assign Action
Quick follow-through to a team or team member.
Select team members
Available to users who can assign team work.
Assign Lesson
Push approved lessons without leaving the meeting.
Select team members
Available to users who can assign team training.
Pass Item
Route a question, dependency, or issue up, down, or across the org.
The pass stays owned by the team sending it.
Create a structured pass item for another team.
Add Calendar Event
Quick-add an event that should be visible in the next four weeks.
Available to users who can manage team calendar events.
Shortcuts
Personal prompts for your selected assistantYour Daily Brief
Good morning
Euclid is gathering what may need your attention.
Today
Ask Euclid about today
Get help prioritizing work, understanding a change, or deciding what to do next.
Do next
Priority Items
View all priorities →
Since your last brief
What Changed
Review changes →
Plan ahead
Calendar Awareness
View calendar details →
Prepare for your meetings
My Weekly Update
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Start update →
Patterns to notice
Coaching / Insights
View insights →
Messages for you
Communications
View communications →
Meeting preparation
My Weekly Update
Build your update throughout the week. Euclid will place it in each selected meeting.
All changes saved
•
Not saved yet.
Edit any field. Changes save automatically.
Your accountable measures
My KBIs
Update the measures assigned to you before preparing the rest of your meeting update.
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Select people or teams from the list (up to 50). Messages are limited to 8,000 characters. Only selected mentions are notified. Use Command+Enter (Control+Enter on Windows) to send.
Meeting
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Switching meetings…
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Step 1 of 3
Prepare the people and topics needed for a productive meeting.
Facilitator: Unassigned · Operator: Unassigned
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Preparation dashboard
What needs attention before the meeting?
Review only
Team KBIs
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Administrative area
Configure meeting
Changes here can affect future meetings, participants, and the meeting template.
Committee Mission
Run Meeting
Meeting
Current agenda item
Recognition
1 of 10
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Record a decision
Create follow-through
Capture work from the meeting without leaving Run Meeting.
Decisions made
Assigned actions
Deferred or passed
Carry into next meeting
Meeting history
Archived minutes and attendee report cardsMeeting People
These are the people attending this meeting. Meeting owners can add or remove attendees in the Control Portal.
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Recognition
Action Review
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Closed Actions
Passed Items
Passed To This Team
Automated inbox of items routed into this team.
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Passed From This Team
Automated outbox of items this team pushed elsewhere.
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KBI Review
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Create KBI
Choose a Euclid-calculated measure or create one your team enters manually.
Load or add dynamic KBI cards for this meeting.
Special Agenda
Special topic timer
00:00
Start the timer when the special topic begins.
Attach relevant briefing documents to this special topic.
Report Out
Pre-meeting input
My Weekly Update
Build this throughout the week. It is also available from Daily Brief and My Weekly Update.
Save your input before the meeting so the lead can prepare.
Manager-only follow-through
Unresolved attention items
No unresolved people follow-ups.
Report Out
Attendee report cards
No pre-meeting notes submitted yet.
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Upcoming Calendar
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Upcoming Actions
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Euclid Readout
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Adjournment
Tell me what's going on
OpenAI: Checking…
Ask a question and I'll answer using state and local sources.
Control Portal
Dashboard
All Teams
Gathering Dashboard…
Bringing together the latest authorized information.
Attention Queue
Owned follow-through, linked work, reminders, and documented closure
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Work Snapshot
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Training Health
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People Needing Attention
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Lesson Demand
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Team Snapshot
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Manager Scorecards
Activity context, outcomes, and private benchmarks • Rolling 90 days
Open scorecards when you need the full employee-level view.
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Lesson Library
Create, review, approve, and assign reusable lessons.
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Create Action
Use Dashboard for the snapshot. Use Actions to create and manage operational work.
Select team members
Create a standalone action for the selected team or people.
Assigned Actions
Track open, blocked, and completed work for this team scope.
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Create / Manage Events
Set org, role, or team events that shape workload and awareness.
Use the calendar to set organizational awareness windows and workload signals.
Impact Preview
Active and upcoming events update as pressure builds.
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Scheduled Events
Review live and upcoming events for this scope.
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Metrics & KBI Library
See how each team’s measures connect and roll up through the organization.
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Create a Metric or KBI
Every metric belongs to a team and an accountable person.
Optional. Link a child-team metric to the matching card owned by a parent team.
Choose a manual metric from this team or one shared with this team. Units, cadence and reporting calendar must match. Percentage calculations use two metrics from this team. Corrections update the result automatically. Missing inputs remain missing; division by zero produces no result.
Each period keeps its own answer. Totals and averages do not apply.
Saved reports remain unchanged if these rules change.
Are you sure you want to delete this metric?
The metric and all of its reporting history will be permanently deleted. This cannot be undone.
KBI Reporting Calendar
Set the organization-wide calendar used for quarterly and year-to-date summaries.
History is protected
This creates a dated reporting-calendar version. Existing metric entries and notes are not rewritten.
Home Team Meeting Details
Choose a team in Team scope, then manage the schedule and meeting rhythm here.
Affects future meetings
Choose a team in Team scope, then save its meeting details here.
Setup Preview
This schedule is used by the meeting page and Daily Brief reminders.
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Selected Attendees
Everyone included in this meeting is shown here before you save or run it.
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Add or Remove Attendees
Home Team membership stays current automatically. Child teams and individual invitees can be added here.
Affects future meetings and participants
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Agenda Template
The standard Euclid agenda remains in place. Add recurring topics that should appear in the meeting sidebar.
Meeting KBIs
Review the measures assigned to this team. Creation, ownership, and value entry are managed in Metrics & KBIs.
Create Committee
Team leads can create committees with members from anywhere in the organization.
Choose a chair and committee members.
Committee KBIs
These measures belong only to this committee. Manual values are entered during meeting preparation.
Save or select a committee to configure its KBIs.
Only the committee creator or team lead owner can change committee setup.
Committees
Open a committee from Home Teams & Committees to run the agenda.
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Create Broadcast
Send one-way operational broadcasts from the Control Portal.
Use Broadcast for one-way org, team, role, service, or direct announcements.
Active Broadcasts
Manage one-way broadcasts visible in your scope.
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Training Analytics
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Flagged Issues
0No flagged conversations yet.
Ask about your team
Pick a recurring question to review or generate a lesson.
Workflow Review
No lessonChoose a top question to open its lesson and assign it from here.
Training and Actions
0 itemsAssigned Lessons
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My Actions
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Select assigned work
Not startedAssigned work details will appear here.
Choose assigned training or an action to begin.
Upload supporting files for this action so your team lead can review them later.